
MosaicAI Genie – Unlock the Power of Agentic AI to Transform Your Fundraise
Engage Investors Seamlessly, Ensure Compliance Effortlessly, and Raise Capital Faster
AI-Powered Fundraising, from Start to Finish
Capture Investor Interest
AI-Generated Fundraising Microsites – Instantly transform offering materials into high-converting, investor-friendly portals with financial highlights, multimedia content, and key investment insights.
Maximize Engagement & Outreach
Automated Multi-Channel Investor Outreach – AI-driven email, social, and digital campaigns target the right investors at the right time—boosting visibility, engagement, and commitment.
Simplify Due Diligence & Accelerate Funding
AI-Powered Investor Onboarding – Investors interact with AI to review documents, conduct due diligence, verify eligibility (KYC/AML/Accreditation), and sign agreements—all within minutes.
Automate Post-Fundraising Investor Relations
Automated Investor Management & Reporting – Deliver ongoing investor support, automated tax document distribution, real-time Q&A, and performance reporting—without lifting a finger.
Meet the MosaicAI Genie Suite of AI Agents
Our specialized AI agents work together to streamline your fundraising process.

Marketing Mary
Transform static offering memorandums into dynamic investor experiences
Turn static offering memorandums into high-converting, AI-powered microsites with personalized content. Instantly create videos, podcasts, social posts, and email campaigns—all within minutes.
Private. Secure. Automated.

Diligent Dave
Investor due diligence, simplified with AI-powered Q&A
Empower investors to analyze documents in minutes using an AI-driven Q&A assistant trained on your offering materials. No hallucinations, no wasted time—just precise, human-verified answers.
Accurate. Efficient. Trusted.

Waterfall Walt
Cap Table Distributions and Investor Reporting, Fully Automated
Manage share classes effortlessly, automate performance reports and distributions, and generate K-1s seamlessly. Stay compliant with an AI-powered cap table solution that scales with your fund.
Timely. Auditable. Hassle-Free.
Sample ROI of Fundraising with MosaicAI Genie
Scenario: Raising $2M Equity for a $10M Property